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PFG Advisors’s Chevron CVX Stock Holding History

PFG Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.57M Sell
27,549
-820
-3% -$153K 0.23% 102
2026
Q1 		$5.87M Sell
28,369
-9,715
-26% -$1.77M 0.29% 81
2025
Q4 		$5.8M Sell
38,084
-11,607
-23% -$1.77M 0.28% 79
2025
Q3 		$7.72M Buy
49,691
+3,895
+9% +$603K 0.32% 76
2025
Q2 		$6.56M Buy
45,796
+4,494
+11% +$634K 0.3% 63
2025
Q1 		$6.91M Buy
41,302
+3,764
+10% +$589K 0.39% 64
2024
Q4 		$5.44M Sell
37,538
-1,802
-5% -$276K 0.33% 69
2024
Q3 		$5.79M Buy
39,340
+2,084
+6% +$310K 0.37% 64
2024
Q2 		$5.83M Buy
37,256
+12,728
+52% +$2.03M 0.39% 58
2024
Q1 		$3.87M Buy
24,528
+1,019
+4% +$154K 0.28% 89
2023
Q4 		$3.51M Buy
23,509
+87
+0.4% +$13.2K 0.28% 89
2023
Q3 		$3.95M Sell
23,422
-2,806
-11% -$453K 0.35% 73
2023
Q2 		$4.13M Buy
26,228
+1,051
+4% +$168K 0.31% 84
2023
Q1 		$4.11M Buy
25,177
+6,710
+36% +$1.12M 0.34% 78
2022
Q4 		$3.31M Sell
18,467
-130
-0.7% -$22.7K 0.32% 74
2022
Q3 		$2.67M Buy
18,597
+1,437
+8% +$219K 0.31% 84
2022
Q2 		$2.48M Sell
17,160
-467
-3% -$77.2K 0.28% 82
2022
Q1 		$2.87M Buy
17,627
+2,586
+17% +$371K 0.29% 75
2021
Q4 		$1.76M Sell
15,041
-1,296
-8% -$147K 0.17% 167
2021
Q3 		$1.66M Sell
16,337
-1,518
-9% -$151K 0.18% 165
2021
Q2 		$1.87M Buy
17,855
+244
+1% +$25.8K 0.21% 142
2021
Q1 		$1.84M Buy
17,611
+6,908
+65% +$675K 0.24% 129
2020
Q4 		$904K Sell
10,703
-505
-5% -$40.9K 0.15% 172
2020
Q3 		$827K Sell
11,208
-2,127
-16% -$179K 0.16% 170
2020
Q2 		$1.14M Buy
13,335
+364
+3% +$32.6K 0.26% 113
2020
Q1 		$1.08M Sell
12,971
-246
-2% -$24.3K 0.29% 103
2019
Q4 		$1.55M Buy
13,217
+1,047
+9% +$123K 0.38% 84
2019
Q3 		$1.38M Buy
12,170
+128
+1% +$15.5K 0.38% 79
2019
Q2 		$1.49M Buy
12,042
+1,650
+16% +$200K 0.4% 73
2019
Q1 		$1.25M Sell
10,392
-3,027
-23% -$358K 0.38% 83
2018
Q4 		$1.59M Buy
+13,419
New +$1.55M 0.5% 57

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PFG Advisors's CVX Position: Q2 2026 in Review

PFG Advisors reduced its Chevron (CVX) stake by 2.9% in Q2 2026, selling an estimated $153K and leaving 27,549 shares worth $4.57M. The position accounts for 0.23% of the portfolio, ranked #102.

PFG Advisors first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.72M in Q3 2025. 1,688 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • PFG Advisors held 27,549 shares of Chevron worth $4.57M as of Q2 2026.
  • PFG Advisors sold 820 Chevron shares in Q2 2026, an estimated $153K.
  • Chevron made up 0.23% of PFG Advisors's portfolio in Q2 2026, its #102 holding.
  • PFG Advisors first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
  • PFG Advisors's Chevron position peaked at $7.72M in Q3 2025.
  • 1,688 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.